EBI (Evidence Based Investing) – Content Integration Update
We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at […]
EBI
Model behaviour
The advent of Consumer Duty has catalysed a lot of focus on fair value, or at least a lot of […]
Template Enhancements + New Content Management Updates
We have completed the latest upgrade to ATEB Suitability on 19th December 2023. This update comes at no additional cost […]
Double bubble equals trouble
A lot of our recent articles have provided our views on what we see as a significant shift in the […]
RSVP
Has Christmas has landed early for those nice people at the FCA? They’ve started issuing invitations! These invitations aren’t […]
Template Enhancements + New Morningstar & Transact-BlackRock Content Integrations
We have completed the latest upgrade to ATEB Suitability on 26th October 2023. This update comes at no additional cost […]
FCA Retirement Income Advice Survey – a threat or an opportunity?
We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there […]
Consumer Duty – FCA Live and Local events
The FCA have advised they will be hosting a series of Live and Local events across the United Kingdom on […]
Consumer Duty is Dead, long live Consumer Duty
Déjà vu? Did you watch the FCA Consumer Duty (CD) webinars? Somewhat belated perhaps and certainly no Oscar nominations arising, […]
New Content Integration with EBI, Periodic Review Template Updates & Much More
We have completed the latest upgrade to ATEB Suitability on 14th August 2022. This update comes at no additional cost […]